Permissions

Client Tools capabilities are controlled by your role. If you have not customised your role templates, the defaults below apply and you do not need to do anything.

Praxi enforces these permissions on every request, so the interface only ever offers what your role allows.

Who can do what

Role	View assigned tools	Assign tools to own clients	Assign across practice	Author practice templates	Author personal templates
Practice Owner	Yes	Yes	Yes	Yes	Yes
Practice Manager	Yes	No	Yes	Yes	No
Clinical Supervisor	Yes	Yes	No	No	Yes
Practitioner	Yes	Yes	No	No	Yes
Intern	Yes	Yes	No	No	No
Receptionist	No	No	No	No	No
Accountant	No	No	No	No	No
External Referrer	No	No	No	No	No

Roles not listed (Behaviour Support Practitioner, Clinical Governance, EAP Coordinator, EAP Administrator) currently hold no Client Tools permissions -- talk to your practice owner if someone in those roles needs access.

"View assigned tools" — see tools that have been assigned (your own clients, where applicable).

"Assign across practice" — assign tools to any client in your organisation, not only your own.

"Author practice templates" — create and edit templates shared across the whole practice.

"Author personal templates" — create and edit templates visible only to yourself.

Customising role permissions

Role defaults are set in Settings → Roles & Permissions. Adjustments take effect immediately for all users in that role.

Auditing

Every Client Tools action is audit-logged with a standard Praxi audit entry. Seven-year retention applies. Permission denials are also logged, so you can trace access attempts for compliance reviews.